> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myclerkbook.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Smart Widgets
> The dashboard grid: panels you place, configure, drag and resize, built from a template library.
The lower half of every book is a grid of panels you put there. Each one is
built from a template, configured to the groups and the period you care about,
and moved or resized until the book reads the way you think.
**No widget arrives on its own.** Onboarding places a starter set so a new book
is not an empty grid, and every one of those is a real instance you can
configure, move or delete like any other.
## Building a dashboard
The **Widgets** screen inside a book lists every template, with the Premium
ones visible and locked on Basic rather than hidden.
From the catalogue, or from **Add widget** on the dashboard itself.
Give it a title, choose the groups or counterparties it covers, set its
period, and pick the chart type where the template offers a choice.
Switch the dashboard into edit mode, drag panels into place, resize them,
remove what you do not want, and save. The grid snaps to two columns on a
tablet, three on a desktop and four on a wide screen.
**A widget's period follows the book by default.** The period selector at the
top of the dashboard governs every panel that has not been given one of its
own, so switching from this month to this quarter moves the whole board at
once. Pin a period on a single widget when you want it to stay put while the
rest moves.
**Panels update as you work.** Saving an entry redraws the widgets that cover
it, with no reload and nothing to refresh.
## The starter library
Six templates, on both plans.
| Template | What it shows |
| ------------------- | ------------------------------------------------------------------- |
| Income chart | Income over the period, as a line or bar chart, split by group |
| Expense chart | Expenses over the period, as a line or bar chart, split by group |
| Net balance chart | The running total of income minus expenses |
| Category breakdown | A pie or donut of the period by group, with percentages |
| Recent transactions | The ten most recent entries, editable in place |
| Upcoming expenses | Recurring expenses due in the next 30 days, and trials about to end |
## The Premium library
Five further templates, in addition to everything above.
| Template | What it shows |
| ------------------------------- | ----------------------------------------------------------------------- |
| Income against expenses | The two side by side, per period |
| Cash flow indicator | How fast money is moving, as a gauge or a sparkline |
| Client and vendor profitability | Your clients and vendors ranked by what they net you |
| Currency exposure | Volume by the currency each entry was recorded in, before conversion |
| Multi-dashboard rollup | One figure, income, expenses or net balance, across every book you hold |
## Basic and Premium
| | Basic | Premium |
| -------------------- | -------------- | ---------------------- |
| Templates | Six | Six, plus five more |
| Books to arrange | One | Up to 5 |
| Rollups across books | Not applicable | Multi-dashboard rollup |
Premium templates are listed and locked on Basic. You can see what a template
does before deciding whether it is worth the plan.
## Colour carries meaning
Chart colour is never decorative here. Income is green, expenses are red, net
balance is blue and cash flow is violet, consistently, on every panel and every
book. A category breakdown cycles through a fixed set of eight colours, so a
group keeps its colour as you read across the board.
A panel with nothing to show for the chosen period says so plainly and offers
you the shortcut to add an entry, rather than drawing an empty chart.
## Related features
The same figures, pushed to you instead of waiting to be looked at.
What the currency exposure panel is reading, and how conversion works.
Up to five separate books, and what stays separate between them.